Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
GRACE F LAMB TRUST A
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-6210809
B Telephone number (see instructions)

(212) 922-8036
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$10,957,407J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 233,245 232,933  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 551,420
b Gross sales price for all assets on line 6a 4,402,333
7 Capital gain net income (from Part IV, line 2)... 551,420
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 784,665 784,353  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 74,417 44,650   29,767
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,500 3,315   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
832 82   750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,749 48,047 0 30,517
25 Contributions, gifts, grants paid....... 510,166 510,166
26 Total expenses and disbursements. Add lines 24 and 25 600,915 48,047 0 540,683
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 183,750
b Net investment income (if negative, enter -0-) 736,306
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 56,603 342,970 342,970
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,462,387 Click to see attachment
List of Attached Documents:
// Content
9,356,884 		10,614,437
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,518,990 9,699,854 10,957,407
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,518,990 9,699,854
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,518,990 9,699,854
30 Total liabilities and net assets/fund balances (see instructions). 9,518,990 9,699,854
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,518,990
2
Enter amount from Part I, line 27a .....................
2
183,750
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
321
4
Add lines 1, 2, and 3 ..........................
4
9,703,061
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,207
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,699,854
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 20000. BANK OF MONTREAL 5.203% 2/01/28   2023-02-27 2024-01-04
b 176. ABBOTT LABORATORIES   2023-01-13 2024-01-08
c 370. ABBOTT LABORATORIES     2024-01-08
d 92. ASSURANT INC     2024-01-08
e 840. BAKER HUGHES A GE CO     2024-01-08
58. COSTCO WHSL CORP NEW     2024-01-08
168. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
98. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
112. S & P GLOBAL INC     2024-01-08
79. EVEREST RE GRP LTD     2024-01-08
59. ASSURANT INC     2024-01-09
65. ASSURANT INC     2024-01-10
100. ASSURANT INC     2024-01-11
30000. HSBC HOLDINGS PLC 3.803% 3/11/25   2021-01-13 2024-01-17
1683.5337 VAN ECK CM COMMODITY INDX-I     2024-01-19
190. BUNGE GLOBAL SA   2024-01-08 2024-01-22
25000. C V S HEALTH CORP 4.3% 3/25/28   2019-09-24 2024-02-13
630. AMERICAN INTERNATIONAL GROUP     2024-02-21
173. AMERIPRISE FINL INC     2024-02-21
630. AMPHENOL CORP NEW     2024-02-21
1280. BOSTON SCIENTIFIC CORP COM     2024-02-21
27. BROADCOM INC     2024-02-21
64. ELI LILLY & CO COM     2024-02-21
53. THERMO ELECTRON CORP     2024-02-21
71. ACCENTURE PLC IRELAND SHS CL A     2024-02-21
30000. EBAY INC 3.45% 8/01/24   2017-09-22 2024-03-13
10000. VERIZON COMMUNICATIO 2.625% 8/15/26   2018-06-26 2024-03-13
81. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
1130. BANK OF AMERICA CORP     2024-03-20
590. CSX CORP COM   2017-01-13 2024-03-20
710. COCA - COLA CO     2024-03-20
810. CORNING INC COM     2024-03-20
1037. EXXON MOBIL CORP     2024-03-20
132. GENUINE PARTS CO   2023-03-06 2024-03-20
70. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
280. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
195. NIKE INC CL B   2015-04-21 2024-03-20
52. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
138. PROCTER & GAMBLE CO COM     2024-03-20
580. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
420. SYNCHRONY FINANCIAL     2024-03-20
270. VOYA FINANCIAL INC     2024-03-20
32. DEERE & COMPANY   2017-06-16 2024-04-09
78. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
203. J P MORGAN CHASE & CO     2024-04-09
144. ELI LILLY & CO COM     2024-04-09
89. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
334. NEXTERA ENERGY INC     2024-04-09
256. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
460. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
25. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
25. THERMO ELECTRON CORP   2019-02-28 2024-04-09
280. TWILIO INC - A   2023-06-01 2024-04-09
104. EATON CORP PLC     2024-04-09
15000. GENERAL MOTORS FINL 2.75% 6/20/25   2022-03-16 2024-04-11
25000. BANK OF AMERICA CORP 4.45% 3/03/26   2018-09-06 2024-04-22
117. ABBVIE INC   2024-02-21 2024-04-25
401. ABBVIE INC     2024-04-25
20000. BRANDYWINE OPER PARTN 3.95% 11/15/27   2017-11-09 2024-05-01
30000. ESSEX PORTFOLIO LP   2016-11-10 2024-05-01
280. CF INDS HLDGS INC   2024-03-20 2024-05-07
1090. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
30000. ORACLE CORP 4.9% 2/06/33   2023-07-20 2024-06-10
27636.113 BNY MELLON INCOME STK FD CL M     2024-06-12
7914. BNYM GLBL RL RTRN -Y   2021-11-18 2024-06-12
1504. GATEWAY TR   2021-11-18 2024-06-12
620. INTEL CORPORATION   2023-12-14 2024-06-12
490. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
330. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
20000. SUMITOMO MITSUI FINL 1.474% 7/08/25   2021-08-10 2024-06-13
8988.764 BNYM SELECT MGR S/C GRW-Y     2024-06-17
77. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
.3333 GRAIL INC   2023-07-31 2024-07-08
95. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
63. CINTAS CORP   2024-01-08 2024-07-23
48. GRAIL INC     2024-07-23
180. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
810. NEWMONT MINING CORP   2023-12-14 2024-07-23
290. CRH PLC   2024-04-09 2024-07-23
460. INTERNATIONAL GAME TECHNOLOG     2024-07-23
49. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
240. ARES MANAGEMENT CORP     2024-07-24
200. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
227. INTERNATIONAL GAME TECHNOLOG     2024-07-24
122. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
520. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
60. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
190. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
426. INTERNATIONAL GAME TECHNOLOG     2024-07-25
19300.14 BNYM SELECT MGR S/C GRW-Y     2024-07-26
427. INTERNATIONAL GAME TECHNOLOG     2024-07-26
223. CHEVRON CORPORATION   2024-03-20 2024-08-01
10000. MORGAN STANLEY 0.1% 7/20/27     2024-08-06
30000. MORGAN STANLEY 0.1% 7/20/27   2021-09-27 2024-08-06
107. J P MORGAN CHASE & CO     2024-08-08
116. EATON CORP PLC   2012-11-30 2024-08-08
67. TRANE TECHNOLOGIES PLC   2012-02-16 2024-08-08
25000. MCCORMICK & CO 3.15% 8/15/24     2024-08-15
17. EATON CORP PLC   2012-11-30 2024-08-27
156. EATON CORP PLC     2024-08-27
190. ROSS STORES INC   2024-03-20 2024-08-28
15000. CREDIT SUISSE NEW YO 3.625% 9/09/24   2023-05-03 2024-09-09
560. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
100. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
355. NOVARTIS AG SPNSRD ADR     2024-09-13
97. WILLIS TOWERS WATSON PLC     2024-10-04
5000. JOHN DEERE CAPITAL C 1.05% 6/17/26   2021-06-14 2024-10-22
15000. TELEFONICA EMISIONES 4.103% 3/08/27   2017-03-07 2024-10-22
500. CITIGROUP INC   2024-03-20 2024-10-24
160. SANOFI-SYNTHELABO   2024-06-24 2024-10-24
350. SANOFI-SYNTHELABO     2024-10-24
38. UNITED HEALTH GROUP INC     2024-10-24
18. ALLSTATE CORP COM   2024-08-08 2024-10-31
97. ALLSTATE CORP COM     2024-10-31
145. T -MOBILE US INC     2024-10-31
10000. T-MOBILE USA INC 3.75% 4/15/27   2024-06-13 2024-11-06
25000. T-MOBILE USA INC 3.75% 4/15/27   2021-06-01 2024-11-06
58. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
5. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
33. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
26. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
13. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
15000. VERIZON COMMUNICATIO 2.625% 8/15/26   2024-06-17 2024-11-21
25000. VERIZON COMMUNICATIO 2.625% 8/15/26   2018-06-26 2024-11-21
530. CELSIUS HOLDINGS INC     2024-11-26
378. DEXCOM INC     2024-11-26
270. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
1140. SCHLUMBERGER LIMITED COM     2024-12-13
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,228   19,919 309
b 19,600   19,975 -375
c 41,205   25,997 15,208
d 15,270   13,615 1,655
e 26,896   26,188 708
38,013   6,780 31,233
42,961   14,581 28,380
28,264   23,877 4,387
48,118   24,543 23,575
28,875   30,154 -1,279
9,679   8,371 1,308
10,611   9,207 1,404
16,405   14,010 2,395
29,899   32,730 -2,831
112,527   150,000 -37,473
16,907   18,681 -1,774
24,207   27,154 -2,947
43,104   23,754 19,350
68,255   39,236 29,019
65,884   47,651 18,233
83,829   56,042 27,787
32,770   14,425 18,345
47,300   17,862 29,438
29,107   19,380 9,727
25,580   18,970 6,610
29,729   30,575 -846
9,452   8,871 581
41,624   37,917 3,707
40,661   24,014 16,647
21,843   7,607 14,236
42,889   38,627 4,262
26,373   28,609 -2,236
116,637   108,687 7,950
20,421   22,909 -2,488
42,156   24,290 17,866
24,233   22,971 1,262
19,419   9,767 9,652
24,387   22,163 2,224
22,323   19,788 2,535
38,480   37,397 1,083
17,808   9,619 8,189
19,298   7,701 11,597
13,184   4,095 9,089
30,211   26,645 3,566
39,906   27,556 12,350
108,646   23,989 84,657
18,759   13,251 5,508
21,729   15,337 6,392
52,468   48,431 4,037
30,796   31,648 -852
23,514   17,246 6,268
14,667   6,494 8,173
17,189   18,855 -1,666
32,683   10,275 22,408
14,467   14,605 -138
24,495   25,201 -706
19,537   20,392 -855
66,960   30,067 36,893
17,912   19,850 -1,938
30,000   31,152 -1,152
20,844   24,195 -3,351
33,643   36,248 -2,605
29,014   29,006 8
210,587   170,314 40,273
124,408   141,819 -17,411
65,424   60,972 4,452
19,410   28,515 -9,105
31,728   37,898 -6,170
21,368   19,133 2,235
19,178   20,235 -1,057
200,000   337,589 -137,589
33,136   32,818 318
5   11 -6
14,276   12,612 1,664
47,693   36,704 10,989
733   1,274 -541
7,383   6,672 711
38,090   33,452 4,638
23,810   24,310 -500
9,500   13,653 -4,153
7,166   6,505 661
35,098   19,226 15,872
4,047   5,913 -1,866
4,593   6,487 -1,894
20,758   14,199 6,559
31,635   48,052 -16,417
2,400   2,224 176
11,551   11,673 -122
8,601   11,970 -3,369
449,114   432,623 16,491
9,925   11,820 -1,895
34,023   34,692 -669
9,378   9,268 110
28,135   29,901 -1,766
21,768   12,519 9,249
33,161   4,139 29,022
21,892   1,657 20,235
25,000   25,508 -508
5,057   607 4,450
46,192   5,566 40,626
28,490   27,935 555
15,000   14,337 663
28,594   34,405 -5,811
20,531   9,923 10,608
40,984   36,363 4,621
28,198   26,484 1,714
4,749   4,992 -243
14,836   14,977 -141
31,439   29,718 1,721
8,243   7,850 393
18,031   19,698 -1,667
21,352   18,802 2,550
3,373   3,059 314
18,175   12,911 5,264
32,434   25,560 6,874
9,773   9,643 130
24,432   27,534 -3,102
13,162   6,750 6,412
1,135   558 577
3,665   3,779 -114
15,417   12,802 2,615
7,708   1,732 5,976
14,591   13,589 1,002
24,318   22,819 1,499
14,669   24,995 -10,326
29,273   46,365 -17,092
10,850   14,592 -3,742
45,810   63,654 -17,844
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
      53,027
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       309
b       -375
c       15,208
d       1,655
e       708
      31,233
      28,380
      4,387
      23,575
      -1,279
      1,308
      1,404
      2,395
      -2,831
      -37,473
      -1,774
      -2,947
      19,350
      29,019
      18,233
      27,787
      18,345
      29,438
      9,727
      6,610
      -846
      581
      3,707
      16,647
      14,236
      4,262
      -2,236
      7,950
      -2,488
      17,866
      1,262
      9,652
      2,224
      2,535
      1,083
      8,189
      11,597
      9,089
      3,566
      12,350
      84,657
      5,508
      6,392
      4,037
      -852
      6,268
      8,173
      -1,666
      22,408
      -138
      -706
      -855
      36,893
      -1,938
      -1,152
      -3,351
      -2,605
      8
      40,273
      -17,411
      4,452
      -9,105
      -6,170
      2,235
      -1,057
      -137,589
      318
      -6
      1,664
      10,989
      -541
      711
      4,638
      -500
      -4,153
      661
      15,872
      -1,866
      -1,894
      6,559
      -16,417
      176
      -122
      -3,369
      16,491
      -1,895
      -669
      110
      -1,766
      9,249
      29,022
      20,235
      -508
      4,450
      40,626
      555
      663
      -5,811
      10,608
      4,621
      1,714
      -243
      -141
      1,721
      393
      -1,667
      2,550
      314
      5,264
      6,874
      130
      -3,102
      6,412
      577
      -114
      2,615
      5,976
      1,002
      1,499
      -10,326
      -17,092
      -3,742
      -17,844
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 551,420
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,235
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,235
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,235
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,852
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,852
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,617
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,617 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (212) 922-8036

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		74,417    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,600,709
b
Average of monthly cash balances.......................
1b
263,182
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,863,891
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,863,891
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
162,958
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,700,933
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
535,047
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
535,047
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,235
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,235
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
524,812
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
524,812
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
524,812
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
540,683
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
540,683
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 524,812
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 47,430
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 540,683
a Applied to 2023, but not more than line 2a 47,430
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 493,253
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		31,559
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

VASCA NYC

1430 BROADWAY 6TH FLOOR
NEW YORK,NY10018 		NONE PC GENERAL OPERATING 42,514

JOSEPHINE HERRICK PROJECT

64 FULTON ST RM 905
NEW YORK,NY100382723 		NONE PC GENERAL OPERATING 42,514

MARCH OF DIMES

1550 CRYSTAL DR STE 1300
ARLINGTON,VA22202 		NONE PC GENERAL OPERATING 42,514

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX752315129 		NONE PC GENERAL OPERATING 42,514

AMERICAN CANCER SOCIETY

PO BOX 720366
OKLAHOMA CITY,OK73172 		NONE PC GENERAL OPERATING 170,055

ARTHRITIS FOUNDATION

1355 PEACHTREE ST NE
ATLANTA,GA30309 		NONE PC GENERAL OPERATING 170,055
Total .................................right arrow 3a 510,166
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 233,245  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 551,420  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   784,665  
13Total. Add line 12, columns (b), (d), and (e)..................
13
784,665
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsOtherSchedule2
Name:
GRACE F LAMB TRUST A
EIN:
13-6210809
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
87165B103 SYNCHRONY FINANCIAL      
882508104 TEXAS INSTRUMENTS IN      
929089100 VOYA FINANCIAL INC AT COST 20,830 33,038
105340AQ6 BRANDYWINE OPER PART      
30161N101 EXELON CORP      
53944YAB9 LLOYDS BANKING GROUP AT COST 35,380 34,794
278642AL7 EBAY INC      
594918104 MICROSOFT CORP COM AT COST 161,509 388,202
872590104 T -MOBILE US INC      
060505104 BANK OF AMERICA CORP AT COST 32,762 38,237
166764100 CHEVRONTEXACO CORP      
29444U700 EQUINIX INC      
38141GVR2 GOLDMAN SACHS GROUP      
438516106 HONEYWELL INTL INC      
780082AD5 ROYAL BANK OF CANADA AT COST 35,373 34,955
91913Y100 VALERO ENERGY CORP N      
02079K305 ALPHABET INC/CA AT COST 143,973 342,822
05569M475 BNY MELLON FOCUSED E      
126408103 CSX CORP COM      
150870103 CELANESE CORP DEL      
87938WAT0 TELEFONICA EMISIONES AT COST 14,977 14,762
17401QAQ4 CITIZENS BANK NA      
595112103 MICRON TECHNOLOGY      
91324P102 UNITED HEALTH GROUP AT COST 12,792 48,563
921075297 VAN ECK CM COMMODITY      
21684AAA4 COOPERATIEVE CENTRAL      
452308109 ILLINOIS TOOL WORKS      
46625H100 J P MORGAN CHASE & C AT COST 38,046 92,049
22160K105 COSTCO WHSL CORP NEW      
244199105 DEERE & COMPANY      
29717PAN7 ESSEX PORTFOLIO LP      
437076102 HOME DEPOT INC USD 0      
92343VDD3 VERIZON COMMUNICATIO      
026874784 AMERICAN INTERNATION AT COST 10,164 26,936
101137107 BOSTON SCIENTIFIC CO      
579780AM9 MCCORMICK & CO      
65339F101 NEXTERA ENERGY INC      
G29183103 EATON CORP PLC      
03027X100 AMERICAN TOWER CORP-      
037833100 APPLE INC AT COST 158,031 348,084
654106103 NIKE INC CL B      
723787107 PIONEER NAT RES CO      
002824100 ABBOTT LABORATORIES      
023135106 AMAZON COM INC AT COST 144,464 315,483
05569M301 BNY MELLON INCOME ST      
06051GFU8 BANK OF AMERICA CORP      
00287Y109 ABBVIE INC      
05587K857 BNYM INTL STCK-Y AT COST 841,159 831,180
482480100 KLA TENCOR CORP      
00774MAG0 AERCAP AT COST 34,966 34,917
78409V104 S & P GLOBAL INC      
482480AG5 K L A-TENCOR CORP AT COST 36,581 34,145
00507VAK5 ACTIVISION BLIZZARD      
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 36,214 34,986
05588E850 BNY MELLON HIGH YIEL AT COST 190,560 170,883
05589K400 BNYM FLTNG RT INC-Y AT COST 450,097 437,326
12572Q105 CME GROUP INC AT COST 77,834 92,428
89832Q109 TRUIST FINL CORP      
007903107 ADVANCED MICRO DEVIC      
05587K865 BNYM SELECT MGR S/C      
06738EBB0 BARCLAYS PLC      
26078JAD2 DOWDUPONT INC AT COST 26,384 24,886
05588F709 BNYM GLBL RL EST SEC AT COST 101,402 95,714
191216100 COCA-COLA CO USD      
337738AU2 FISERV INC AT COST 36,229 32,839
49446RAR0 KIMCO RLTY CORP      
883556102 THERMO ELECTRON CORP      
126650CX6 C V S HEALTH CORP      
254687FX9 WALT DISNEY COMPANY/ AT COST 41,003 35,410
00206RHJ4 A T & T INC AT COST 40,706 34,242
20030NCA7 COMCAST CORP AT COST 43,231 38,110
874060AW6 TAKEDA PHARMACEUTICA AT COST 45,024 40,090
75513E101 RAYTHEON TECHNOLOGIE      
11134LAR0 BROADCOM CRP / CAYM AT COST 36,327 33,699
532457108 ELI LILLY & CO COM      
25470DAR0 DISCOVERY COMMUNICAT AT COST 41,584 37,871
G8994E103 TRANE TECHNOLOGIES P AT COST 2,943 43,953
00287YBF5 ABBVIE INC      
713448EZ7 PEPSICO INC 1.625% 5 AT COST 32,610 29,865
68389XBT1 ORACLE CORP      
031162CT5 AMGEN INC AT COST 34,568 33,187
05587N794 BNYM GLBL RL RTRN -Y      
86562MCA6 SUMITOMO MITSUI FINL      
05569M780 BNY MELLON S/T US GV AT COST 489,359 471,077
00766Y513 CHAMPLAIN MID CAP FU AT COST 625,368 487,424
05971KAG4 BANCO SANTANDER S.A. AT COST 37,124 33,874
518439104 ESTEE LAUDER COMPANI      
G1151C101 ACCENTURE PLC IRELAN      
24422EVR7 JOHN DEERE CAPITAL C AT COST 19,967 19,044
172967MQ1 CITIGROUP INC      
87234N765 TCW EMERGING MARKETS AT COST 198,947 155,102
22550L2G5 CREDIT SUISSE NEW YO      
57636Q104 MASTERCARD INC      
61747YEC5 MORGAN STANLEY      
00771X419 G Q G PART EMERG MKT AT COST 240,890 221,405
464287507 ISHARES TR S&P MIDCA AT COST 408,762 442,401
87264ABD6 T-MOBILE USA INC      
501044DQ1 KROGER CO AT COST 40,348 37,074
367829884 GATEWAY TR      
03076C106 AMERIPRISE FINL INC      
05588L409 BNYM GLBL EMRG MKTS- AT COST 250,397 189,023
404280BZ1 HSBC HOLDINGS PLC      
58933Y105 MERCK & CO INC      
00206R102 AT&T INC AT COST 56,377 73,092
46647PBD7 J P MORGAN CHASE BAN AT COST 35,451 37,878
742718109 PROCTER & GAMBLE CO      
30231G102 EXXON MOBIL CORP      
02209S103 ALTRIA GROUP INC      
032095101 AMPHENOL CORP NEW      
744573106 PUBLIC SERVICE ENTER      
097023105 BOEING COMPANY      
747525103 QUALCOMM INC      
444859102 HUMANA INC COM      
04273WAC5 ARROW ELECTRONICS IN AT COST 35,590 34,048
74340W103 PROLOGIS INC      
29250N105 ENBRIDGE INC      
10373QBT6 B P CAP MARKETS AMER AT COST 30,172 29,950
580135101 MC DONALDS CORPORATI      
573284106 MARTIN MARIETTA MATL      
11135F101 BROADCOM INC      
370334104 GENERAL MILLS INC CO      
87612E106 TARGET CORP      
517834107 LAS VEGAS SANDS CORP AT COST 32,291 47,251
62954HAV0 N X P BV/NXP FDG/NXP AT COST 33,485 33,974
37045XCX2 GENERAL MOTORS FINL      
31618H283 FIDELITY ADV INTL SM AT COST 122,445 116,896
845467109 SOUTHWESTERN ENERGY      
020002101 ALLSTATE CORP COM AT COST 32,325 47,234
68389X105 ORACLE CORPORATION      
75886F107 REGENERON PHARMACEUT      
036752103 ANTHEM INC      
25160PAH0 DEUTSCHE BANK NY AT COST 36,237 38,048
05722G100 BAKER HUGHES A GE CO      
125523100 CIGNA CORP      
00287YBX6 ABBVIE INC 3.2% 11/2 AT COST 36,893 37,126
016255101 ALIGN TECHNOLOGY INC AT COST 57,013 33,570
038222105 APPLIED MATERIALS IN AT COST 65,049 65,540
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 41,641 41,365
06368LGV2 BANK OF MONTREAL      
06738ECD5 BARCLAYS PLC 7.385% AT COST 31,905 31,799
075887109 BECTON DICKINSON AND AT COST 100,121 87,118
084670702 BERKSHIRE HATHAWAY I AT COST 104,247 135,531
097023DC6 BOEING CO AT COST 35,932 36,313
16679L109 CHEWY INC - CLASS A AT COST 26,526 48,895
17275R102 CISCO SYS INC AT COST 75,275 85,248
172967PA3 CITIGROUP INC AT COST 36,090 36,701
21037T109 CONSTELLATION ENERGY AT COST 27,549 55,256
21688AAY8 COOPERAT RABOBANK UA AT COST 35,428 35,580
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 46,342 40,090
22546QAP2 CREDIT SUISSE NEW YO      
235851102 DANAHER CORP COMMON AT COST 80,513 81,720
25746U109 DOMINION RES INC VA AT COST 53,749 59,246
35671D857 FREEPORT-MCMORAN COP AT COST 56,417 47,600
372460105 GENUINE PARTS CO      
38141GZM9 GOLDMAN SACHS GROUP AT COST 34,308 34,475
443573100 HUBSPOT INC AT COST 55,848 73,161
452327109 ILLUMINA INC AT COST 43,956 38,753
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 47,820 62,635
56585A102 MARATHON PETROLEUM C AT COST 25,608 23,994
595017104 MICROCHIP TECHNOLOGY      
64110L106 NETFLIX COM INC AT COST 20,700 41,892
651639106 NEWMONT MINING CORP AT COST 22,715 20,471
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 97,029 437,785
674599105 OCCIDENTAL PETROLEUM      
68389XCP8 ORACLE CORP 4.9% 2/0      
716973AD4 PFIZER INVESTMENT EN AT COST 33,448 34,631
759916109 REPLIGEN CORP AT COST 36,049 33,106
80105N105 SANOFI-SYNTHELABO AT COST 33,296 33,279
803607100 SAREPTA THERAPEUTICS AT COST 39,854 42,313
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 37,025 47,594
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 34,516 42,224
92338C103 VERALTO CORP-W/I AT COST 41,476 49,907
G25508105 CRH PLC AT COST 27,709 44,410
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 33,284 42,795
031100100 AMETEK INC NEW AT COST 54,116 55,160
06051GMA4 BANK OF AMERICA CORP AT COST 34,452 35,038
06368LWU6 BANK OF MONTREAL AT COST 35,995 35,889
071813109 BAXTER INTL INC COM AT COST 25,931 18,954
09073M104 BIO-TECHNE CORP AT COST 26,367 26,651
110122108 BRISTOL MYERS SQUIBB AT COST 36,240 41,854
126650DT4 CVS HEALTH CORP AT COST 34,720 34,263
17275RBR2 CISCO SYSTEMS INC AT COST 35,024 35,206
20825C104 CONOCOPHILLIPS AT COST 62,664 53,552
25278X109 DIAMONDBACK ENERGY I AT COST 28,275 28,343
254687106 DISNEY (WALT) COMPAN AT COST 47,771 46,210
26884L109 EQT CORP COM AT COST 80,681 100,059
320517105 FIRST HORIZON NATL C AT COST 25,081 33,432
36828A101 GE VERNOVA LLC AT COST 38,159 71,378
37045V100 GENERAL MOTORS CO AT COST 30,785 38,887
37045XER3 GENERAL MOTORS FINL AT COST 34,958 35,461
375558103 GILEAD SCIENCES INC AT COST 27,555 28,635
38141G104 GOLDMAN SACHS GROUP AT COST 44,026 65,279
404280DV8 H S B C HOLDINGS PLC AT COST 36,442 36,323
443201108 HOWMET AEROSPACE INC AT COST 52,072 86,402
443510607 HUBBELL INC COM AT COST 95,721 101,790
45687V106 INGERSOLL RAND INC AT COST 61,096 62,417
458140CL2 INTEL CORP AT COST 19,690 19,188
460146103 INTERNATIONAL PAPER AT COST 38,391 44,132
49177J102 KENVUE INC AT COST 42,281 44,408
502431109 L3HARRIS TECHNOLOGIE AT COST 61,740 59,930
504922105 LABCORP HOLDINGS INC AT COST 35,444 40,131
550021109 LULULEMON ATHLETICA AT COST 28,474 22,180
59156R108 METLIFE INC AT COST 28,572 27,839
60937P106 MONGODB INC AT COST 44,454 30,731
61747YFK6 MORGAN STANLEY AT COST 35,527 35,050
620076BN8 MOTOROLA SOLUTIONS I AT COST 34,245 34,427
681919106 OMNICOM GROUP INC CO AT COST 55,056 49,903
68389XAV7 ORACLE CORP AT COST 36,408 36,770
718172109 PHILIP MORRIS INTERN AT COST 25,434 30,088
718546104 PHILLIPS 66 AT COST 38,198 27,685
722304102 PINDUODUO INC-ADR AT COST 27,056 21,726
776696106 ROPER TECHNOLOGIES I AT COST 62,748 60,822
780097BA8 ROYAL BANK OF SCOTLA AT COST 34,636 34,988
86562MCR9 SUMITOMO MITSUI FINL AT COST 35,594 35,556
87264ABF1 T-MOBILE USA INC AT COST 33,155 32,935
88579Y101 3M CO AT COST 25,537 31,627
891906AC3 TSS 4.8 04/01/26 COR AT COST 34,527 34,917
902613AX6 UBS GROUP AG AT COST 14,797 14,955
902973304 US BANCORP DEL AT COST 31,951 31,568
92343VEA8 VERIZON COMMUNICATIO AT COST 38,692 37,696
95000U2L6 WELLS FARGO & COMPAN AT COST 14,991 14,520
98978V103 ZOETIS INC AT COST 39,946 36,008
G0403H108 AON PLC/IRELAND A AT COST 25,505 30,529
G51502105 JOHNSON CTLS INTL PL AT COST 52,956 63,933
G5960L103 MEDTRONIC PLC AT COST 89,582 83,874
H01301128 ALCON INC AT COST 37,844 34,805
V7780T103 ROYAL CARIBBEAN CRUI AT COST 26,733 29,759

TY 2024 OtherDecreasesSchedule
Name:
GRACE F LAMB TRUST A
EIN:
13-6210809
Description Amount
MUTUAL FUND TIMING ADJ 1,471
CY PURCHASE OF ACCRUED INTEREST 940
ROC ON CY SALES 312
PY RETURN OF CAPITAL ADJUSTMENT 379
COST BASIS ADJUSTMENT 105


TY 2024 OtherExpensesSchedule
Name:
GRACE F LAMB TRUST A
EIN:
13-6210809
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 750 0   750
INVESTMENT EXPENSES-DIVIDEND I 82 82   0


TY 2024 OtherIncreasesSchedule
Name:
GRACE F LAMB TRUST A
EIN:
13-6210809
Description Amount
PY PURCHASE OF ACCRUED INTEREST 321


TY 2024 TaxesSchedule
Name:
GRACE F LAMB TRUST A
EIN:
13-6210809
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,941 2,941   0
FEDERAL TAX PAYMENT - PRIOR YE 333 0   0
FEDERAL ESTIMATES - PRINCIPAL 11,852 0   0
FOREIGN TAXES ON NONQUALIFIED 374 374   0